59th Annual Canadian Employee Benefits Conference

Are you a new trustee looking to get up to speed on the basics of trust management? Attend Foundations of Trust Management Standards (FTMS^®) program and get the knowledge you need to help ensure your plan's success.

FTMS is the first step in the trustee education path, focused on the needs of new Canadian multi-employer, public and corporate sector plan trustees. FTMS will help you understand the health and retirement needs of plan members while increasing your knowledge and awareness in the key areas of effective trust management: legal and regulatory issues, administration, governance and funding/investment and finance.

Dans un contexte où la diversité linguistique est au coeur de l’identité canadienne et québécoise, l’accès à l’éducation en français est essentiel. Les programmes éducatifs offerts dans votre langue favorisent non seulement une meilleure compréhension des concepts complexes liés aux régimes d’avantages sociaux et de retraite, mais vous permettent également de servir vos membres et vos clients avec précision et confiance.

Principes fondamentaux de gestion des fiducies vous fournit les outils nécessaires pour assumer vos responsabilités en tant que fiduciaire et PROTÉGER VOTRE FONDS. Vous aurez l’occasion de créer des contacts et de partager vos expériences avec d’autres nouveaux fiduciaires tout en acquérant les compétences indispensables pour réussir dans votre rôle

Designed for the needs of experienced trustees, Advanced Trust Management Standards (ATMS^®) will give you the tools you need to be successful in your role as a trustee, while looking toward the future and preparing your plan for the challenges ahead. For trustees who have either completed the FTMS program or passed the ATMS Qualifying Test, this is the perfect opportunity to continue your trustee training. Trustees will learn about more detailed applications and case studies on pension and health and welfare provided in FTMS.

In Session A, we will we’ll explore legal and administrative topics and their real-world applications to further strengthen your effectiveness as a trustee. Choose between a health and welfare or pensions case study to focus your learning on what delivers the greatest value to you and your fund.

Designed for the needs of experienced trustees, Advanced Trust Management Standards (ATMS^®) will give you the tools you need to be successful in your role as a trustee, while looking toward the future and preparing your plan for the challenges ahead. For trustees who have either completed the FTMS program or passed the ATMS Qualifying Test, this is the perfect opportunity to continue your trustee training. Trustees will learn about more detailed applications and case studies on pension and health and welfare provided in FTMS.

In Session B,  you will deepen your knowledge on plan funding, investment and finance, giving you the tools to be successful in your role and prepare for the challenges ahead. Choose between a health and welfare or pensions case study to gain the education that delivers the greatest value to you and your fund.

For those who have completed both FTMS^® and ATMS^®, Master of Trust Management Standards (MTMS^®) participants will gain the skills and resources needed to optimize their contributions as leaders for their organizations. You'll learn to engage and develop others—all with the aim of strengthening your plan or trust for the long-term benefit of your members. 

In Session A, you will explore topics on leadership, governance and oversight. This will be followed by a capstone mock board meeting, allowing you to apply what you have learned.

For those who have completed both FTMS^® and ATMS^®, Master of Trust Management Standards (MTMS^®) participants will gain the skills and resources needed to optimize their contributions as leaders for their organizations. You'll learn to engage and develop others—all with the aim of strengthening your plan or trust for the long-term benefit of your members. 

In Session B you will continue your interactive training, focusing on leadership, strategic planning and risk management, followed by a final capstone mock board meeting.

The MTMS^® Advanced Leadership Summit is a continuing education program for those who have earned an MTMS credential. MTMS graduates will have the opportunity to continue their learning and delve deeper into relevant topics critical to a fund's overall strategy. The topic focus of the MTMS Advanced Leadership Summit will change each year to reflect the most essential issues facing trustees.

This year's session is Understanding What Drives and Motivates Action.